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George Allen’s “Peace Offensive,” Saul Alinsky, HUD Secretary Ben Carson, and Manufactured Housing’s War

May 26th, 2019 Comments off

 

GeorgeAllenPeaceOffensiveSaulAlinskyHUDSecretaryBenCarsonManufacturedHousingWarDailyBusinessNewsMHProNews600

There are slogans and then there are solutions.

 

Slogans are what the Manufactured Housing Institute (MHI) is well known for, examples are “Got Clout? Get it Here” or their recent slogan for their 2019 Congress and Expo fund-raising meeting, which used the phrase “Let’s Keep Building.”  More on those two slogans, later.

Let’s pivot to a news tip forwarded to MHProNews, succinctly described as “George Allen’s Peace Offensive,” which was an email last Tuesday forwarded by one of the blogger’s message recipients.  That Allen email was sent to leaders of the Manufactured Housing Institute (MHI), the Manufactured Housing Association for Regulatory Reform (MHARR),  the National Association of Manufactured Housing Community Owners (NAMHCO), among others.

To my knowledge, HUD Secretary Ben Carson knows nothing of this specific incident, but his summation in a cable news interview after his recent Capitol Hill testimony might seem to apply.  Wittingly or not, well intended or perhaps masking a hidden agenda, Allen’s move – as nice as it sounds to the uninformed – is a purported example of a “Rules for Radicals,” Saul Alinsky tactic.

It will be recalled that HUD Secretary Carson earlier this month made an important speech to manufactured housing professionals in New Orleans on May 7, 2019.  More than 2 weeks have gone by, yet it is still not on MH’s website. Did Allen call for that speech to be posted in its entirety by MHI?  No.

 

Instead, Allen is calling once more for ‘unity’ on messaging by the 3 national trade associations he addressed.

Allen has once more ducked or missed the point.  NAMHCO and MHARR exist precisely because they don’t trust MHI. To ask MHARR or NAMHCO to issue joint communiques is posturing at best, foolish and ill advised at worst.

NealTHaneyNAMHCOWhyBreakawayfromManfuacturedHousingInstituteMHI

The speech by Carson praised the need and importance of manufactured housing.  Are the powers that be that pull the strings at MHI afraid that it might cause the industry’s sales to grow if it became widely known and properly understood?

More recently, during a congressional oversight hearing, Secretary Carson was attacked on Capitol Hill be Democrats hoping for cheap sound bites for later replay.  An example of that is shown below, by left-of-center Politico.

 

 

Here is how right-of-center Fox Business covered the same topic of Carson’s comments on Capitol Hill and how they were mishandled and portrayed by opposition media.

 

 

But what if the Democrats Appeared Right in This Case?

Let’s presume for a moment that Politico and that Democratic legislator had been correct, and that Secretary Carson actually did not know what an REO property was.  So what?  Or is that the left wing equivalent to the occasion when some on the political right slammed President Obama for saying on camera “57 states” in the United States, instead of 50. People misspeak. People sometimes don’t know.  That happens.  Political gotcha may be fun for a moment, but it proves little – unless that’s a pattern of someone saying 57 states over and over again, or of Dr. Carson perhaps misunderstanding an REO – then perhaps would be a valid issue.

These are Saul Alinsky, Rules for Radical tactics, said Carson near the end of this next video clip.

 

SaulAlinkys12RulesForRadicalsDailyBusinessNewsManufacturedHousingIndustryMHProNews

SaulAlinskyRulesforRadicalsDespaireIsthereRubSowDiscontentGalvanizeRadicalSocialchangeRawAZquotesManufacturedHousing

HowToCreateSocialistStateSaulAlinskyRulesforRadicalsManufacturedHousingIndustryMHProNews

The “Think: Common Core” would not have been in the original Alinksy mantra, as that was well after his time.  The last point above is the bookend to the quote from AZQuotes.

 

Now, let’s pivot back to Allen.

Why isn’t Allen were pressing MHI on:

  • promoting Secretary Carson’s comments in New Orleans via their media contacts,
  • Posting Secretary Carson’s comments on their own website,
  • Making a valid, robust “enhanced preemption” argument about manufactured housing in Bryan, TX or elsewhere – and threating to sue if the other party didn’t comply – those are the kinds of useful actions that Allen could undertake.
GotClout-questionmark-GetItHere-MHI-ManufacturedHousingInstitute-postedMHProNews-com-

Instead, Allen is posturing.  False flag.  Distraction, diversionary tactics, instead of offering real solutions. Like MHI saying “Got Clout?” showing photo opportunities, but providing no measurable results.

RichardDickJennisonMHIPresidentPhotoBrianMontgomeryEnhancedPreemptionFHATitleChattelLoans1010RuleTimWilliamsDontLearnFromHistoryDailyBusinessNewsMHProNews

Not long after this cartoon/meme was posted earlier this year, Richard ‘Dick’ Jennison announced his retirement from MHI. As far as George Allen is concerned, he could press these same points, if he was truly solution oriented. Instead, why is there more useless slogans and posturing?

The truth is, that Clayton had clout, it was Warren Buffett.  He had an in with the White House. How was that used?  For or against the industry?  Don’t the actions speak louder than the words from Clayton, 21st, MHI, etc.?

WarrenBuffettPhotoPresidentBarackObamaPhotoMemeCartoonManufacturedHousingIndustryMHProNews

Allen himself called Clayton and Berkshire brands a “monopoly” and has mused about the problem of “consolidation” in manufactured housing communities and other sectors of the industry.

Why has Allen toned that down, or stopped it altogether?

Is it because MHI and the big boys are rewarding him?  Is that why Allen is now posting about getting top dollar for the sale of a manufactured home community?

The evidence debatably suggests that Allen is a shill, pawn, and is selling out his followers. Whatever credibility he once enjoyed is vanishing as a result of each fact check, which he has been given the opportunity to respond to but has opted not to do so.

Make no mistake, just as there is a battle waging in Washington, D.C., there is a battle waging over the future of manufactured housing too.

Last year, an MHI only member said to MHProNews that he is ready for “Infowars” in manufactured housing. That was an apt description for what is occurring.

There is information, and disinformation. MHI, Allen, and MHInsider are among those who are peddling fluff which is often purportedly weaponized as disinformation.

By contrast, MHARR, MHProNews and MHLivingNews cite facts, and share evidence. Compare what the others say, to what MHARR, MHProNews and MHLivingNews produces.  Which one holds up?

Did you notice that on their Saturday news feed that Bing – a Microsoft brand, founded by Bill Gates, with whom Warren Buffett sits as a trustee of the Gates Foundation – featured Amazon’s home sales?

BingAmazonSellingHouses20000DailyBusinessNewsMHProNews

WarrenBuffettBillMelindaGatesFoundationDailyBusinessNewsMHProNews

 

How is Buffett, Clayton, and MHI really using their political and media access and clout? Why is the industry struggling during an affordable housing crisis?

 

With no further adieu, let’s check out the headline week in review from 5.19.2019 to 5.26.2019.

 

What’s New in Washington from MHARR

What’s New on MHLivingNews

mhlivingnews-improvedlivingforle-logo

 

What’s New on the Daily Business News on MHProNews


11DailyBusinessNewsMHProNewsLogos

Saturday 5.25.2019

 

·        “Game On” – “Fighting Discriminatory Zoning” “Moral Obligation” Fix “Worsening Nightmare” – State Associations Entering Spotlight

“Game On” – “Fighting Discriminatory Zoning” “Moral Obligation” Fix “Worsening Nightmare” – State Associations Entering Spotlight

Friday 5.24.2019

 

·        Obstruction, Cover Up, Impeachable Says Speaker Pelosi – Donald Trump Jr. Responds – How Washington Works, or Not – Manufactured Home Import

 

Obstruction, Cover Up, Impeachable Says Speaker Pelosi – Donald Trump Jr. Responds – How Washington Works, or Not – Manufactured Home Import

 

·        Is War Ahead? Insider Sources in Iran Talk Trump, Middle East Conflicts, plus Manufactured Home Market Updates

·        Skyline Champion Soared, What’s Up? Initial Look Behind the Curtain

Skyline Champion Soared, What’s Up? Initial Look Behind the Curtain

·        Americans “Lost Faith in Washington,” Politics Threatens Economic Recovery

Americans “Lost Faith in Washington,” Politics Threatens Economic Recovery

 

 Thursday 5.23.2019

·        City Permits Some Manufactured Home Replacements for Tornado Ravaged Conventional Housing

City Permits Some Manufactured Home Replacements for Tornado Ravaged Conventional Housing

·        Are You Customer or Product of Tech Giants? Manufactured Housing Connections and Implications

·        April New Home Sales Drop, Mortgage Rates Slide, Trade Tension Woes, plus Manufactured Home Stock Updates

April New Home Sales Drop, Mortgage Rates Slide, Trade Tension Woes, plus Manufactured Home Stock Updates

·        Kobayashi Maru, Crime, Kevin Clayton, Darren Krolewski, MHInsider – State of Manufactured Housing Industry

Kobayashi Maru, Crime, Kevin Clayton, Darren Krolewski, MHInsider – State of Manufactured Housing Industry

 

Wednesday 5.22.2019

·        The Best Medicine, “Honey, I Forget to Duck,” One Liners from the “Great Communicator”

·        Wild Washington “Impeachment,” “Infrastructure” Theater Fuels Wall Street Dip, plus Manufactured Home Stock Updates

·        Stephanie Reid Raises Undocumented Immigrants Getting Ripped Off by Manufactured Home Communities Issue

Stephanie Reid Raises Undocumented Immigrants Getting Ripped Off by Manufactured Home Communities Issue

·        “Monopoly” in Manufactured Housing Alleged by George Allen, MHI Defender’s Turn by former Community-Investor, Self-Claimed EducateMHC Blogger

“Monopoly” in Manufactured Housing Alleged by George Allen, MHI Defender’s Turn by former Community-Investor, Self-Claimed EducateMHC Blogger

 

Tuesday 5.21.2019

·        “Home is Where Our Hearts Are” – President Trump Address to American Housing Professionals

“Home is Where Our Hearts Are” – President Trump Address to American Housing Professionals

·        Triad Financial Services, ECN Result$, plus Manufactured Housing Industry Stock Updates

Triad Financial Services, ECN Result$, plus Manufactured Housing Industry Stock Updates

·        HUD Rescinds 2017 “Guidance” on Carport-Ready Manufactured Homes, Other Changes Ahead?

HUD Rescinds 2017 “Guidance” on Carport-Ready Manufactured Homes, Other Changes Ahead?

·        Tiny House Comparisons, $50,000 Tiny House Vs. $165,000 Tiny House – Millions of Video Views

Tiny House Comparisons, $50,000 Tiny House Vs. $165,000 Tiny House – Millions of Video Views

 

Monday 5.20.2019

·        Modern, Proven Path to Freedom

Modern, Proven Path to Freedom

·        Capitalism vs. Socialism Town Hall Discussion, Plus Manufactured Housing Equities Updates

·        “Trailer Parks,” Presidential Candidate, Prior HUD Secretary Julian Castro on MH Community Operators, Residents Not Knowing Their Rights

“Trailer Parks,” Presidential Candidate, Prior HUD Secretary Julian Castro on MH Community Operators, Residents Not Knowing Their Rights

·        What Are Manufactured Housing Industry Professionals Focused On?

What Are Manufactured Housing Industry Professionals Focused On?

 

Sunday 5.19.2019

·        Manufactured Housing Institute Housing Alert! “On Capitol Hill…MHI Advances Manufactured Housing Finance Reform,” Redux

Manufactured Housing Institute Housing Alert! “On Capitol Hill…MHI Advances Manufactured Housing Finance Reform,” Redux

 

That’s this Sunday morning edition of “News through the lens of manufactured homes, and factory-built housing” © where “We Provide, You Decide.” © ## (Headline news, weekly recap, news, analysis, and commentary.)

 

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Related Reports:

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Warren Buffett “Oracle of Omaha” HBO Documentary Berkshire Hathaway #Advexon Video

Senator Cory Booker – ‘We Need a President…to Enforce Antitrust Laws,’ Digging Warren, POTUS Trump

“Monopoly” in Manufactured Housing Alleged by George Allen, MHI Defender’s Turn by former Community-Investor, Self-Claimed EducateMHC Blogger

Capitalism vs. Socialism Town Hall Discussion, Plus Manufactured Housing Equities Updates

 

“Trailer Parks,” Presidential Candidate, Prior HUD Secretary Julian Castro on MH Community Operators, Residents Not Knowing Their Rights

Manufactured Housing Institute Housing Alert! “On Capitol Hill…MHI Advances Manufactured Housing Finance Reform,” Redux

Andy Gedo, Partner at ManageAmerica, Raises Clayton Homes Monopolistic Practices Debate; Manufactured Housing Institute Related Issues

Dr. Mark Calabria, FHFA Director Interview, Front Lines of GSE Reform, Manufactured Housing Impacts Ahead

Antitrust Heats Up With Supreme Court Ruling, Monopolization Legal Experts Weigh In, Clayton-Related Comment Connection

“Lead, Follow … Or Get Out of The Way”

 

 

 

 

 

 

To submit a news tip, please click here: iReportMHNewsTips@MHMSM.com


“Game On” – “Fighting Discriminatory Zoning” “Moral Obligation” Fix “Worsening Nightmare” – State Associations Entering Spotlight

May 25th, 2019 Comments off

 

GameOnFightingDiscriminatoryZonginMoralObligationFixWorseningNightmarestateAssociationsEnteringSpotlightMHProNews

Nature abhors a vacuum.

 

That axiom is true in science, as well as in issues of pragmatic leadership.

In a communique to the manufactured housing industry’s dozens of state association executives, the Manufactured Housing Association for Regulatory Reform (MHARR) outlined their plan to address the “moral obligation” to fix the “worsening nightmare” of “discriminatory zoning.”

The memo was described by one MHEC-connected source as “a shot across the bow” of the Arlington, VA based Manufactured Housing Institute (MHI). MHEC is the Manufactured Housing Executives Council (MHEC), which includes most, if not all, manufactured housing state associations.

MHI-MHARR-MHEC-DC-MHProNews-collage-copyright2016WeProvideYouDecide

MHI, MHARR, MHEC logos, are each the property of their respective association, and are shown here under fair use guidelines.

That same source said that the shot missed the bow and landed on the deck of MHI’s battleship.

It’s game on,” said that pro-industry growth source. “The outrage of MHI’s power-brokers keeping the industry at a historically low ebb for over 15 years isn’t over.  But if MHARR is as serious as they appear to be, this represents a challenge to the behind the scenes efforts to artificially suppress and slow manufactured housing sales growth unlike anything I’ve seen in years.”

Per MHEC sources, there are ‘several’ states that have reached out to the Washington, D.C. based MHARR about their memo.  MHARR has not yet issued a follow-up or added details to their communique.  When asked, they would not characterize the responses at this time.

 

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A Key Issue, Alongside Financing, Regulatory Overreach…

 Tony, as I’m sure you know, not everyone is comfortable with how ‘in your face’ some of your [MHProNews] reports have been,” said a message to MHProNews.  That message continued, “However, between what MHARR has laid out, and what your publications [MHProNews/MHLivingNews] have hammered home in recent months, there is a degree of clarity that some [state] executives and other industry members have lacked on why the industry has underperformed to the degree that it has. I’m not making predictions, because 21st and Clayton still have the raw power that report of yours [re: How Gold Rules] spelled out.  But your reports on the Mobile Home Militia, the expansionary moves by Legacy Housing, and others independents in the industry that reflect serious, committed resistance are perhaps giving some more confidence to others in the industry to test the waters of resistance too. While some will still likely sell out, some of us [executives] don’t want to see a lot more independents vanish. This MHARR initiative can help in that regard.  If states and MHARR work together on this initiative, it can make a difference and help return serious growth to the industry.”

Notice: the links were edited into the above, and were not in the original.  As longtime readers know, we turn quoted text bold and brown, to make it pop. Bracketed comments are added for clarity, but otherwise, the comments are as stated.  For newcomers, investors, and researchers, it is useful to understand that even MHI members – in their own investor relations package – make it clear that the industry is underperforming. The graphic below is an example of that, from an MHI member firm.  Comments in red and yellow are by MHProNews, but the original graphic and the trend line of 224,000 annual shipments a year are from that MHI member company.

 

3ErasMobileHomesManufacturedHomesManufacturedHousingImprovementActEraSkylineChampionShipmentProductionGraphicMHProNews

In 1998, manufactured homes (MH) outsold RVs by some 3 to 2. In 2017, RVs outsold MHs by some 5 to 1. RVs recovered far more quickly from 2008. The facts raise questions. One, is the effectiveness of MHI as the post-production or ‘umbrella’ association in the country. The other question is more sobering. Has Buffett-Berkshire “Moat” strategies kept manufactured home production at historically low levels to allow a few big boy brands to consolidate others at a discounted ‘value’ by MHI insiders?

MHARR’s full statement is available at the linked text-image box below, as well as here on MHProNews beneath that.

 

MHARR Launches “Fighting Discriminatory Zoning Mandates” Manufactured Housing Project

 

 

May 14, 2019

 

VIA E-MAIL

To: MANUFACTURED HOUSING STATE ASSOCIATION STAFF EXECUTIVES

Re:  MHARR’s “Fighting Discriminatory Zoning Mandates” Project 

Dear Friends:

As you know, the utilization and placement of federally-regulated manufactured homes in large areas of the United States is either excluded or discriminatorily restricted by local zoning mandates. These mandates have drastically limited affordable housing opportunities for millions of lower and moderate-income Americans, while unfairly burdening and restricting the growth and expansion potential of the HUD Code manufactured housing industry. The same mandates also constitute a direct impediment to the accomplishment of the most important and fundamental statutory objective of the Manufactured Housing Improvement Act of 2000, which seeks to “facilitate the availability of affordable manufactured homes and … increase homeownership for all Americans.”

While many of you and your respective associations have done your utmost to address and resolve such injustices within your individual states, the absence of a collective, organized and aggressive national effort to confront and eliminate these discriminatory zoning and placement mandates has — and will continue — to take a heavy toll on both our industry and consumers of affordable housing. Indeed, with the industry’s hard-working manufacturers, retailers and communities producing and offering their best homes ever, the aggressive application of the legislative mandates contained in the 2000 reform law to challenge, oppose and correct this long-standing and worsening nightmare for the industry and its consumers, is no longer an option, but a moral obligation for all who seek to advance the industry and its products.

Based on all of this, the MHARR Board of Directors, at its March 27, 2019 meeting, carefully considered the extremely detrimental impact of such discriminatory zoning and placement mandates. And, given the absence of an independent, unbiased, objective, national representative for the industry’s post-production sector, the Board ultimately concluded that action would be necessary by MHARR – in cooperation with as many state associations as appropriate and warranted — to take the lead in addressing this zoning and placement crisis; thus the establishment of this “Fighting Discriminatory Zoning Mandates” project.

Now, therefore, MHARR, with your help and assistance, will begin to gather information from around the United States regarding the nature, extent and specific impact of such discriminatory mandates, and take action, as appropriate, within its sole discretion, designed to either eliminate or ameliorate specific, selected discriminatory mandates based on as much accurate and factual information as can reasonably be collected.

For these reasons, MHARR now seeks input and information from you, regarding the existence of specific and particularly egregious discriminatory local exclusions and/or restrictions on the siting and/or placement of both individual manufactured homes on privately-owned land and manufactured home communities within your state, for information-gathering, analysis, evaluation and potential follow-up by the Association, including possible litigation, if so determined by MHARR in its sole discretion. Through this initial process, MHARR seeks to gather information targeting a total of approximately one-dozen of the most egregious cases in various states where federally-regulated manufactured homes have either been excluded altogether or discriminatorily restricted by local ordinances.

As for the legal aspects and related costs of subsequent phases of this project, MHARR has – and continues to maintain — that the enhanced federal preemption provision of the 2000 reform law provides the industry with the opportunity to target the two most egregious available cases (i.e., a single home on privately-owned land and a land-lease community) to be challenged and pursued, if necessary, to the Supreme Court, as appropriate and necessary.  By taking this action for the first time under the specific enhanced preemption provision of the 2000 reform law, that case, if won on the merits, would establish the needed precedent to challenge other similar instances of discriminatory exclusion. Needless to say, however, this would be a costly undertaking.  Following the initial phase, therefore, MHARR would consult with the selected landowner/developer and state association involved, to determine and establish specific logistics for the legal aspects of the following phases and relevant costs of the project, and would do the same for the selected landowner and state association in the single home on privately-owned lot case.

Consequently, we ask that you consult with your Association’s Board on this matter and, within the next thirty-days — and utilizing the attached self-explanatory and easy-to-use forms — provide feedback to MHARR regarding local-level ordinances that impose either an outright exclusion of HUD Code manufactured homes or restrictions that discriminate against HUD Code homes. More specifically, MHARR seeks, from each state, the two most egregious examples of such exclusionary and/or discriminatory mandates within that state – one involving the development, placement, expansion, or redevelopment of a manufactured housing land-lease community, and one involving individual home placements on privately-owned land. MHARR, will then follow-up as it determines to be appropriate and prudent, and will share its findings with participating state associations as the project moves forward.

MHARR thanks you in advance for your cooperation and assistance in this crucial undertaking for both the industry and its consumers.

 

Sincerely,

John Bostick                                                                 Mark Weiss

MHARR Chairman                                      MHARR President & CEO

 

cc: MHARR Members

Manufactured Housing Retailers, Communities and Finance Companies

Attachments

###

 

This is part of an effort that was announced by MHARR shortly after the Tunica Manufactured Housing Show in March, 2019.

 

MHARR Board Holds Highly Productive Meeting — Adopts Bold New Initiatives

 

Following that meeting, MHARR formally requested that HUD initiate a new study to research discriminatory zoning and its impact on manufactured housing.

 

HUD Study, Analysis of Zoning Discrimination Against Manufactured Housing Sought

 

MHARR’s President and CEO, Mark Weiss, JD, then authored an “Issues and Perspective” that essentially challenged MHI to do the job they claimed to do, or get out of the way and let MHARR do it.

 

“Lead, Follow … Or Get Out of The Way”

 

In response to that, MHI did nothing directly.  But sources and evidence indicate that purported MHI surrogate George F. Allen ‘attacked’ MHARR’s initiative on his blog. Why would Allen, who claims to want to see the industry return to greatness, attack an effort aimed at accomplishing precisely that launched by MHARR? Thus, MHProNews did a fact check on Allen’s attack, at the link below.

 

George F. Allen’s Unity Call for MHI, MHARR, and National Association of Manufactured Housing Community Owners (NAMHCO) Examined

 

Allen’s purported role as MHI’s ‘attack dog’ was further evidenced in the report that can be accessed by industry readers by clicking on the text-image box below.

 

Joe Stegmayer, George F. Allen, Manufactured Housing Institute Slogans, Slump, Slurs, Solutions

 

Then, our publisher L. A. ‘Tony’ Kovach laid out a detailed review of how George Allen himself publicly called Clayton Homes and other Berkshire Hathaway brands operating in manufactured housing as part of a growing monopolization of the industry.  Allen did so on his own blog, see that report with the evidence and illustrations, linked below.

 

“Monopoly” in Manufactured Housing Alleged by George Allen, MHI Defender’s Turn by former Community-Investor, Self-Claimed EducateMHC Blogger

 

MHI, Allen, and the MHInsider are apparently working in concert with Berkshire Hathaway brands to distract the industry’s members from ploys that are arguably occurring that aim to create headwinds for manufactured housing independents.  Is there evidence?  Check it out for yourself.

 

Kobayashi Maru, Crime, Kevin Clayton, Darren Krolewski, MHInsider – State of Manufactured Housing Industry

 

Our publisher laid out a details case for how MHI, backed by Clayton Homes, 21st Mortgage Corp, et al, used the “Rope-a-Dope” to wear out independents in the battle for Preserving Access, which never passed.  Several MHI members are quoted in that report.

 

Rope-a-Dope – Preserving Access to Manufactured Housing Act, Mom, Dad, & You

 

 

Neither the powers that be behind MHI, nor MHI’s outside attorney would not respond to the varied allegations against MHI, Clayton Homes, 21st Mortgage, Nathan Smith, and others in a scheme to monopolize the market, in a way that Allen himself claimed was occurring.

Rather than respond to specific concerns and credible evidence, MHI’s outside attorney threatened MHProNews with legal action, pointing to items in articles we’ve published. MHProNews has challenged them on their legal claims, and asked them to respond.  MHI’s outside attorney, which has an office in Nathan Smith’s home town, has not yet responded to the meat of the concerns.

 

Lanham Act, Monopolistic Housing Institute, err, Manufactured Housing Institute, Legal Bullies, and You

 

 

MHI’s outside attorney has claimed that there is no connection between themselves and Nathan Smith, former MHI chairman and a partner in scandal plagued SKK Communities.  But frankly, that’s a nuance, a detail either way.  Isn’t the bigger issue – why hasn’t MHI hired an attorney to sue cities that are violating the Manufactured Housing Improvement Act of 2000?  Why isn’t MHI doing what MHARR has begun to undertake?

 

 

Nathan Smith, SSK Communities, Manufactured Housing Institute Leader, Profitably Correcting the Record

 

MHI’s Rick Robinson had an opportunity to discuss issues face to face with MHProNews publisher L. A. ‘Tony’ Kovach in Deadwood, SD.  He declined publicly, in front of dozens of industry members as witnesses.

RickRobinsonManufacturedHousingInstituteMHIDailyBuisnessNewsMHProNews

Robinson – an attorney and MHI’s general counsel – personally knows an aspect of the law that might be useful to fight discriminatory zoning. Why hasn’t he put that to work himself, or done so with MHI’s outside attorney?

 

MHI’s Growth Agenda? Rick Robinson, JD, SVP Manufactured Housing Institute, Preemption Evidence, Writ of Mandamus, and Addressing HUD Code Manufactured Home Shipment Woes

OccamsRazorDefinedManufacturedHousingIndustryDailyBusinessNewsMHProNews

There are several potential explanations for MHI’s failure to engage on issues that their own mission statement and IRS form 990s claim that they are supposed to be focused upon. For example: 1) They are incompetent. 2) They lack intelligence. 3) They lack motivation. 4) They have an unstated agenda. 5) They want to see the industry grow slowly and/or shrink, so that more companies close or sell out to major companies. These are a few of the logical options. MHProNews editorially believes that the people at MHI are intelligent enough, so what logical conclusions are left? Among others, it was longtime MHI member George Allen who said that they are working to monopolize the industry into a few hands.

MHCommunitiesOfAZNealTHaneyPresidentWhyTheyQuitManufacturedHousingInstituteMHIDailyBusinessNewsMHProNews600

MHI, the Berkshire brands operating out of the Knoxville, TN metro area, and their outside attorney have been invited to debunk, refute, or otherwise respond in writing or in public to the mounting evidence and allegations against them.  So far, silence, which is their constitutionally protected 5th Amendment protected right. But in the meantime, there is evidence that Warren Buffett’s money has been donated to other nonprofits that have fought the industry publicly on issues that debatably have harmed the image and thus the sales of the industry.

 

Prosperity Now, Nonprofits Sustain John Oliver’s “Mobile Homes” Video in Their Reports

 

That’s a snapshot of research and action plans vs. posturing, fig leaves, and sloganeering by the Omaha-Knoxville-Arlington axis.

Its your industry.  This is your future. If you are a member of a state association, why not ask them if your state plans to participate in this MHARR initiative?

Zoning and financing are two key issues.  What has MHI done to fix them?  Yet it is there own claimed role to do what they’re arguably failing to do.

ManufacturedHousingInstituteMHILogoPhotoOnlyTradeOrganizationrepresentingallsegmentsfactorybuilthousing2019-05-14_0808

Then contrast that to the ongoing efforts – like the removal of Pam Danner at HUD – and steady, reliable reports and warnings by MHARR.

MarkWeissDTSQuoteManufacturedHousingAssocRegulatoryReformMHARRDailyBusinessNewsMHproNews

Allen has pointed out the obvious, that MHARR is a sponsor of our website. But that’s out in the open, MHARR has banner ads here. What Allen fails to mention is that MHI used to sponsor MHProNews too. Our coverage has been based upon our LLC’s own research and work, without favor.

That’s this Saturday’s edition of “News through the lens of manufactured homes, and factory-built housing” © where “We Provide, You Decide.” © ## (News, analysis, and commentary.)

 

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NOTICE 2: Readers have periodically reported that they are getting a better experience when reading MHProNews on the Microsoft Edge, or Apple Safari browser than with Google’s Chrome browser. Chrome reportedly manipulates the content of a page more than the other two browsers do.

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SoheylaKovachDailyBusinessNewsMHProNewsMHLivingNewsSubmitted by Soheyla Kovach to the Daily Business News for MHProNews.com. Soheyla is a managing member of LifeStyle Factory Homes, LLC, the parent company to MHProNews, and MHLivingNews.com.

Related Reports:

You can click on the image/text boxes to learn more about that topic.

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To submit a news tip, please click here: iReportMHNewsTips@MHMSM.com


Obstruction, Cover Up, Impeachable Says Speaker Pelosi – Donald Trump Jr. Responds – How Washington Works, or Not – Manufactured Home Import

May 24th, 2019 Comments off

 

ObstructionCoverUpImpeachableSaysSpeakerPelosiDonaldTrumpJrRespondsHowWashingtonWorksNot.ManufacturedHomeImportMHProNews

There are an array of issues – foreign and domestic – facing our country. Affordable housing, the growing issue of monopolization of numerous industries – including the continued consolidation of manufactured housing – are among them.

 

But the mutual throwdown Wednesday between the 45th president and the Democratic Congressional leader continues to agitate Washington, which in turn will roil others.  That could well have repercussions for our industry, along with others.  We’ll return to that note, further below the following narrative.

While former President Barack Obama is among those who clearly hold sway, Speaker of the House, Nancy Pelosi (CA-D), is the de facto leader of the Democratic party, given that her role makes her the top elected official in the federal government.

With a split Congress, the House is under Pelosi’s Democratic leadership, while the Senate is guided by GOP Majority Leader Mitch McConnell (KY-R), bipartisanship is obviously necessary in order to pass legislation.

On paper, President Donald J. Trump’s position on protecting U.S. jobs – including union positions – plus interest in infrastructure, ought to line up well with several traditional Democratic positions.  Not unlike the late President Ronald Reagan, Mr. Trump is a former Democrat.

But the highly partisan nature of Washington today appears to have gridlock as a higher priority than getting necessary issues done, such as immigration, the border, more tax reforms, and other items that could boost employment, raise incomes naturally through supply/demand, and be good for international issues such as trade.

With that brief backdrop, Thursday on “Fox & Friends,” Donald Trump, Jr., son of President Donald J. Trump, provided his reactions to comments by Speaker Pelosi.  In response to her saying she is “praying” for the country and the president, while talking about impeaching him, Don Jr. said this.

 

 

The president’s son blasted claims about coverups.  He said there was no collusion, there was no obstruction, so what is there to cover up?

Among the zingers from the younger Trump son, he called Democrats the “party of infanticide” and questioned if they are truly “praying for anyone.”

Ouch.

Certainly, there are some pro-life Democrats, plus others who oppose late-term abortions. That noted, Don Jr. said, “I don’t think the party of infanticide is exactly praying for anyone,” Trump said. “That’s not what they do. We get that. It’s just a constant attack on American values, on Democracy.”

He continued, “Honestly, this election, 2020, it’s about communism versus freedom. You can choose.”

Nancy Pelosi said this morning that when the ‘stable genius’ president is ready to work with her, she is ready to work with him. Time will tell if deeds follow those words.

 

Don Jr’s Points, Warren Buffett, and Manufactured Housing

Whatever your view on the abortion issue, it should be noted as a matter of record that Warren Buffett, a prominent Democratic backer who leads Berkshire Hathaway, is a serious backer of pro-abortion and other leftist positions.  To learn more, see the related reports, including a pro-Buffett docu-drama video, at the links below.

Furthermore, Buffett’s more recently been documented to support – through so-called dark money channels – nonprofit groups that in turn have attacked various manufactured housing industry interests.

Rephrased, Buffett’s manufactured housing companies, such as Clayton Homes, are backing the nonprofit trade association, the Arlington, VA based Manufactured Housing Institute (MHI) plus he backs the opposition to the industry.

None of the powers that be, which have been asked to react to that allegation have denied the evidence.

One of the claims made by Donald Trump, Jr. about hundreds of millions dying as a result of socialist and communist actions, is backed up by third party research.  See that in the related report, further below.

Which begs the question, why has Buffett often backed leftist causes?

It should be noted that big business can sustain such politically fueled headaches more readily than small business.  Furthermore, complex:

  • Tax laws,
  • Regulations,
  • Access to credit, capital, and financing,
  • Plus the ability to withstand negative media,

are all arguably easier for big business to endure than small business.

Put differently, Buffett and his buddies – by chance or otherwise – can benefit from gridlock in the sense that it tends to harm smaller operations more than his.  It is one more headwind, that can cause a fatigued professional to say, ‘that’s it, I quit.’ Thus, the “Rope-a-Dope.”

Rope-a-Dope – Preserving Access to Manufactured Housing Act, Mom, Dad, & You

It takes two to tango in Washington, but the current scenario is vexing to those who desire growth, as many independents in manufactured housing earnestly desire.  Manufactured housing is poised for serious growth, but what a growing body of evidence suggests that HUD Secretary Ben Carson and others – third parties who have studied the industry for years – have praised is woefully underperforming.

The Trumps are builders, developers, and investors by trade.  The president has visited a manufactured home community, something his predecessor is not known to have done. His HUD Secretary wants to end the secret about manufactured housing, yet MHI mysteriously fails to even mention the speech made to their group – over two weeks ago?  Is that garden-variety incompetence?  Or is it shrewd corruption, designed to help ‘big boys’ consolidate smaller firms?

As MHProNews and Manufactured Home Living News first reported to the industry’s readers, the Trumps have had interests in factory-built housing.  The Manufactured Housing Association for Regulatory Reform on its home page has a quote that makes the point that the 45th president is almost tailor made for the industry.

But more than 2 years into the Trump administration, the progress has been slow, though the verbal support is there.  Why is that?

There is evidence, including from the Washington Post, that suggests that MHI has postured support for regulatory reductions, but has arguably worked to slow-walk or effectively redirect energies that could lead to significant manufactured home industry growth.

 

 

Federal investigators are already investigating some of these issues related to Clayton, their lenders, and MHI, as the news video above reminds us.

But what the next step must include is shining public spotlight on this vexing issue. Congress could be well suited for that by holding public hearings.

As 2020 is on the minds of politicos, we’ll see what, if anything, happens on those issues in the coming weeks.  That’s tonight’s final episode of “News through the lens of manufactured homes, and factory-built housing” © where “We Provide, You Decide.” © ## (News, analysis, and commentary.)

 

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To report a news tip, click the image above or send an email to iReportMHNewsTips@mhmsm.com – To help us spot your message in our volume of email, please put the words NEWS TIP or Comments or Letter to Editor in the subject line.

NOTICE: You can get our ‘read-hot’ industry-leading emailed headline news updates, at this link here. You can join the scores who follow us on Twitter at this link. Connect on LinkedIn here.

NOTICE 2: Readers have periodically reported that they are getting a better experience when reading MHProNews on the Microsoft Edge, or Apple Safari browser than with Google’s Chrome browser. Chrome reportedly manipulates the content of a page more than the other two browsers do.

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2) To pro-vide a News Tips and/or Commentary, click the link to the left. Please note if comments are on-or-off the record, thank you.

3) Marketing, Web, Video, Consulting, Recruiting and Training Re-sources

SoheylaKovachDailyBusinessNewsMHProNewsMHLivingNewsSubmitted by Soheyla Kovach to the Daily Business News for MHProNews.com. Soheyla is a managing member of LifeStyle Factory Homes, LLC, the parent company to MHProNews, and MHLivingNews.com.

Related Reports:

You can click on the image/text boxes to learn more about that topic.

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To submit a news tip, please click here: iReportMHNewsTips@MHMSM.com


Is War Ahead? Insider Sources in Iran Talk Trump, Middle East Conflicts, plus Manufactured Home Market Updates

May 24th, 2019 Comments off

CNNmone5.24.2019ManufacturedHomeStocksMarketsReportsMHProNewsMost of the nation isn’t crazy about war.  On a day that the markets broadly rose, but were still down for the week, we’ll turn to some literal inside information from a global hotspot.  The word heard from inside Iran will be our focus for this evening.

 

If you’re new, already hooked on our new spotlight feature – or are ready to get the MH professional fever – our headline report is found further belowafter the newsmaker bullets and major indexes closing tickers.

 

The evolving Daily Business News market report sets the manufactured home industry’s stocks in the broader context of the overall markets.  Headlines – at home and abroad – often move the markets.  So, this is an example of “News through the lens of manufactured homes, and factory-built housing.” ©

Part of this unique evening feature provides headlines – from both sides of the left-right media divide – which saves busy readers time, while underscoring topics that may be moving investors, which in turn move the markets.

Readers say this is also a useful quick-review tool that saves researchers time in getting a handle of the manufactured housing industry, through the lens of publicly-traded stocks connected with the manufactured home industry.

This is an exclusive evening or nightly example of MH “Industry News, Tips and Views, Pros Can Use.” © It is fascinating to see just how similar, and different, these two lists of headlines can be.

Want to know more about the left-right media divide from third party research?  ICYMI – for those not familiar with the “Full Measure,” ‘left-center-right’ media chart, please click here.

LeftRightMediaSharylAttkissonDailyBusinessNewsMHProNews

Select bullets from CNN Money…

  • Topshop calls it quits in America
  • In another sign of the ongoing struggle in retail, Topshop will shutter all 11 locations in the US
  • Brexit fears have already trashed the pound. May’s exit offers little relief
  • LIVE UPDATES Dow declines for the 5th straight week — its longest slump since 2011
  • Trump suggests using Huawei as a bargaining chip in US-China trade deal
  • Microsoft pulls Huawei laptops from its online store
  • Boeing needs to do more work to get its 737 Max fix approved
  • Facebook is leaving clues about a possible cryptocurrency launch
  • Best Buy cancels pre-orders for the Samsung Galaxy Fold
  • Disney’s plan to expand the Star Wars galaxy: Make the fantasy real
  • Consulting firm McKinsey cuts ties with opioid maker Purdue Pharma
  • PERSPECTIVES The best way to keep powerful companies in check
  • Chipotle is up 55% this year
  • With protesters at the gates, McDonald’s talks up its success story
  • A banker explains why the Uber and Lyft IPOs flopped
  • Take a look at Star Wars: Galaxy’s Edge on Disneyland’s new guide map
  • Can ‘Aladdin’ bring some magic to the Memorial Day box office?
  • Should you text with your boss?
  • Where the CEO sits matters
  • Your boss’ bad mood really does affect the rest of the office
  • How to look for a new job when you already have one
  • The gender gap isn’t about what you make. It’s about what you do
  • SpaceX launches 60 internet satellites
  • Beaming cheap internet from space has bankrupted other companies. Here’s how SpaceX plans to survive
  • We now know why SpaceX is suing the US government
  • Why Jeff Bezos’ Blue Origin is a big deal
  • A small space startup that’s never launched a rocket keeps landing big contracts

Select Bullets from Fox Business

  • Average 401(k) balance by age group: See how your retirement savings compare
  • House passes major retirement reform bill: What it means for your 401(k), IRA
  • Check your credit card statements for this scam charge
  • 401(k) inventor reveals ‘key’ to ‘substantial’ retirement savings
  • Ben Carson responds to calls for his resignation following House testimony
  • Mega Millions $393M jackpot carries substantial tax bill
  • Ben & Jerry’s CEO says the ice cream company doesn’t support Bernie Sanders
  • Car depreciation by model: How quickly these popular brands lose value
  • Most affordable cities for first-time buyers
  • US stocks end higher heading into holiday weekend but down for week
  • Shocking number of Americans can’t cover $400 surprise expense
  • Bill Gates shocks Tennessee students on their last day of high school
  • Annuities a good fit for your retirement plan?
  • Military ‘Widow’s Tax’ under fire on Capitol Hill
  • Amazon shares to reach $3,000, Piper Jaffray predicts
  • Honda’s small bikes are big business
  • Facebook contacted Winklevoss twins for cryptocurrency talks: Report
  • Top S&P 500 CEOs’ average percent raises more than double that of workers, study shows
  • WATCH: US Women’s World Cup soccer team looks to repeat 2015 victory

Today’s markets and stocks, at the closing bell…

9MarketIndicatorsYahooFinance5.24.2019DailyBusinessNeawsManufacturedHousingIndustryStocksMarketsReportsDataMHProNews

 

Today’s Big Movers

For all the scores and highlights on tracked manufactured home connected stocks today, see thBloomberg graphic, posted below.

Today’s MH Market Spotlight Report –

IsWarAheadInsiderSourcesInIranTalkTrumpMiddleEasternConflictsPlusManufacturedHomeMarketUpdates

About 15 years ago, there were millions of Iranians who were hoping that the United States would invade their country, to depose “the mullahs,” and “liberate” them from their radical regime.

Iranians were largely pro-American, and pro-Western.

There are still such Iranians today. But a younger generation has grown up that’s known years and years of propaganda.  While there are not public polls for such things in Iran, for obvious reasons of their general lack of freedom.  There is unrest.  It very much includes the young.  But is it clearly pro-American, or pro-Western?  That isn’t as clear cut.

As a longtime resident of Tehran, this writer still has several contacts in Iran. As both sides of the U.S.-Iranian saber-rattling have at times amped or softened war rhetoric. But the Persian people are getting a steady diet of anti-American, and anti-Trump propaganda.

Some of that propaganda comes from CNN.  True.  CNN is arguably not doing our nation a favor in the coverage they provide to the Iranian people.

There were opportunities missed by the Obama Administration in 2009. The Obama era deal with Iran was arguably ludicrous from the perspective of our national interest.  It was equally problematic for the Iranians who yearned to be free of the radical Islamists.

We’ve noted before that the Russians have significant influence with the Iranian regime.

The Trump Administration has announced that some 1500 soldiers – not 10,000 – will be sent to the Middle East to act as an additional deterrent to the threat of Iranian aggression.

The mullahs” – per our sources – are engaged in back-door talks with the Trump Administration.

If so, to a degree, what we’re seeing on TV is mutual saber rattling, feeding their own bases. If it wasn’t for the challenges of Washington, this could be easier for the Trump administration, but as it stands, it is more complicated than it ought to be.

 


This right-of-center Fox Business clip does a good job of summing up some of the economic impacts on Iran.

The Iranian people are struggling.  Will it fuel another round of Iranian unrest, aimed at replacing their Islamic regime? Will cooler heads prevail?

 

Related Reports.

 

“You Made Me, Promises, Promises…” Historic Iranian, American Lessons in Freedom

 

Bloomberg Closing Ticker for MHProNews…

NOTE: The chart below includes the Canadian stock, ECN, which purchased Triad Financial Services.

NOTE: The chart below covers a number of stocks NOT reflected in the Yahoo MHCV, shown above.

NOTE: Drew changed its name and trading symbol at the end of 2016 to Lippert (LCII).

5.24.2019DailyBusinessNewsManufacturedHousingConnectedMarketReportsBloombergMHProNews

Berkshire Hathaway is the parent company to Clayton Homes21st Mortgage, Vanderbilt Mortgage and other factory built housing industry suppliers.

LCI Industries, Patrick, UFPI and LP all supply manufactured housing.

AMG, CG and TAVFX have investments in manufactured housing related businesses.

Your link to industry praise for our coverage, is found here.

For the examples of our kudos linked above…plus well over 1,000 positive, public comments, we say – “Thank You for your vote of confidence.”

SoheylaKovachDailyBusinessNewsMHProNewsMHLivingNewsWe Provide, You Decide.” © ## (News, analysis and commentary.)

(Image credits and information are as shown above, and when provided by third parties, are shared under fair use guidelines.)

Submitted by Soheyla Kovach to the Daily Business News for MHProNews.com

To submit a news tip, please click here: iReportMHNewsTips@MHMSM.com


Skyline Champion Soared, What’s Up? Initial Look Behind the Curtain

May 24th, 2019 Comments off

SkylineChampionSoaredWhatsUpInitialLookBehindCurtainManufacturedHomeMHProNews

The Motley Fool is an investment site that has reportedly drawn the ire of industry leaders such as Joe Stegmayer, former president and chairman of Cavco Industries and still MHI Chairman, on more than one occasion. Indeed, such stock and financial news sites, including Seeking Alpha, are often a mixed bag of useful and problematic reports – in part because those writing their analysis may get financials or certain details correct, but may still lack the manufactured home industry specific insights that could make their reporting better.

 

Rephrased, as with our sources we track, MHProNews takes a ‘wheat and chaff’ approach to their narratives.

With that brief backdrop meant for our growing audience, the Daily Business News on MHProNews turns to a report Wednesday by the Fool’s Lou Whiteman, who disclosed that he “has no position in any of the stocks mentioned. The Motley Fool has no position in any of the stocks mentioned.” MHProNews uses a similar disclosure.

As MHProNews has customarily done for years, we often turn quoted text bold and brown to make it pop, but the quotes are otherwise as in the original.

 Whiteman said in the report found at this link here that, “Another strong earnings report provides evidence the company’s 2018 acquisition is paying dividends.”

That should be understood in the light of the graphic below, which reflects the 1 year trend on Skyline Champion’s (SKY) stock’s value.

SkylineChampionStock5232019TickerManufacturedHousingIndustryMHProNews

 

That noted, before diving into the specifics of Whiteman’s analysis of the SKY stock’s recent moves, in the wake of an upbeat report, let’s focus on this pull quote.

Consistent with our [The Motley Fool’s] previous comments, we remain positive on the outlook for manufactured housing industry, as we see significant runway for continued growth. Industry volumes remain well below the long-term averages, and new financing options are becoming available and are slowly helping close the gap with those historic trends.”

That’s a point that most HUD Code manufactured home industry professionals can agree with, and take some heart in.

BloombergShipmentProductionDataManufacturedHousingMHProNews2019-05-16_1057

But that too must be understood in the light of significant evidence of market manipulation, which is arguably at the heart of why Skyline Champion – or most any other manufactured housing firm – are underperforming.  One of several possible examples a newcomer can begin to research is linked below.

 

 

The following graphic is a composite from the firm’s website.

 

SkylineChampionByTheNumbersSKYmanufacturedhousingDailyBusinessNewsMHproNews

 

That said, back to Whiteman’s narrative. The bullets represent quotes under the subheadings from the Motley Fool.

What happened

  • Shares of Skyline Champion (NYSE:SKY) climbed 13.9% on Wednesday, after the manufacturer of modular homes reported quarterly results that suggest the company is performing well following a major acquisition last year.

So what

 

  • On Tuesday after the markets closed, Skyline Champion reported fiscal fourth-quarter earnings of $0.26 per share on revenue of $327.7 million, beating the $0.20-per-share consensus earnings estimate despite falling short of the $344.22 million in expected sales. The company was created last June through a merger between Skyline and Champion Enterprises, which created the nation’s largest publicly traded factory-built-housing company.
  • Net sales in the quarter grew 23% year over year, and U.S. sales led the way with 35% growth. Skyline Champion reported both a 15% increase in total number of U.S. transactions and a 17% increase in average selling price, as a result of strong demand and favorable product mix. In Canada, sales fell 17% because of a decline in homes sold.
  • This is Skyline Champion’s second straight quarterly beat.

Now what

 

  • CEO Keith Anderson, on a post-earnings call with investors, said the manufactured-housing market in recent years has grown faster than the broader housing industry. He added that the company expects growth to continue into the new fiscal year:

  • Skyline Champion ended the quarter with a backlog of $143 million, down slightly from $155 million a year prior, but the company says the current total is higher quality because it doesn’t include inflated orders for lower-margin Federal Emergency Management Agency residences.
  • Based on the stock reaction, investors seem to believe Skyline Champion is building on a solid foundation.

##

To reiterate in a different way, investors in stocks like SKY ought to demand investigation followed by action about purported market manipulation.  The Fool is right in saying there is plenty of upside, but it could be achieved faster and with hefty returns, in the absence of concerns such as those linked herein and below.  That’s not only the expert view here, but by others in the industry, as the reports further below reflect.

SubmitNewsTipsCommentsLettersToEditorMHProNews

To report a news tip, click the image above or send an email to iReportMHNewsTips@mhmsm.com – To help us spot your message in our volume of email, please put the words NEWS TIP or Comments or Letter to Editor in the subject line.

 

Special Skyline Champion Report Ahead

MHProNews plans a special report on Skyline Champion in the days ahead. Watch for it. For a prior and other related reports, see below the byline, offers, and notices.

ManufacturedHomeIndustry#1HeadlineNewsMHProNews

To see a sample of our emailed news update, click here. To sign up for the factory-built home industry’s #1 headline news, click here or the graphic above.

That’s this morning’s second look at “News through the lens of manufactured homes, and factory-built housing” © where “We Provide, You Decide.” © ## (News, analysis, and commentary.)

 

ManufacturedHousingProNewsMHProNewsConfidentialTipsDocumentsNews

To report a news tip, click the image above or send an email to iReportMHNewsTips@mhmsm.com – To help us spot your message in our volume of email, please put the words NEWS TIP or Comments or Letter to Editor in the subject line.

NOTICE: You can get our ‘read-hot’ industry-leading emailed headline news updates, at this link here. You can join the scores who follow us on Twitter at this link. Connect on LinkedIn here.

NOTICE 2: Readers have periodically reported that they are getting a better experience when reading MHProNews on the Microsoft Edge, or Apple Safari browser than with Google’s Chrome browser. Chrome reportedly manipulates the content of a page more than the other two browsers do.

(Related Reports are further below. Third-party images and content are provided under fair use guidelines.)

1) To sign up in seconds for our MH Industry leading emailed news updates, click here.

ManufacturedHomeIndustry#1HeadlineNewsMHProNews

To see a sample of our emailed news update, click here. To sign up for the factory-built home industry’s #1 headline news, click here or the graphic above.

2) To pro-vide a News Tips and/or Commentary, click the link to the left. Please note if comments are on-or-off the record, thank you.

3) Marketing, Web, Video, Consulting, Recruiting and Training Re-sources

SoheylaKovachDailyBusinessNewsMHProNewsMHLivingNewsSubmitted by Soheyla Kovach to the Daily Business News for MHProNews.com. Soheyla is a managing member of LifeStyle Factory Homes, LLC, the parent company to MHProNews, and MHLivingNews.com.

Related Reports:

You can click on the image/text boxes to learn more about that topic.

“Lead, Follow … Or Get Out of The Way”

“Monopoly” in Manufactured Housing Alleged by George Allen, MHI Defender’s Turn by former Community-Investor, Self-Claimed EducateMHC Blogger

Kobayashi Maru, Crime, Kevin Clayton, Darren Krolewski, MHInsider – State of Manufactured Housing Industry

 

 

 

 

To submit a news tip, please click here: iReportMHNewsTips@MHMSM.com


Americans “Lost Faith in Washington,” Politics Threatens Economic Recovery

May 24th, 2019 Comments off

 

AmericansLostFaithInWashingtonPoliticsThreatensEconomicRecoveryDailyBusinessNewsManufacturedHousingMHProNews

The top headline on the ubiquitous Drudge Report this morning read, “So Crazy!” It featured the photo at the image above.

 

It linked to a story by the left-of-center Associated Press (AP), which began as follows. “The enmity between President Donald Trump and House Speaker Nancy Pelosi deteriorated Thursday into rude-and-then-some questioning of his fitness for office and her sanity, with personal attacks flowing from both the nations top elected officials after a dramatic blow-up at the White House.

The AP continued, “However intended, the exchanges left uncertain ahead of the 2020 election whether Trump and the Democrats will be able to work together on serious, must-pass tasks, such as funding the government and raising the federal borrowing limit, let alone thornier issues such as immigration, national security and more.

Now, the reality is that from the perspective of both Speaker Pelosi and President Trump, each wants to protect their political base. While some cite the 1990s, and then President Bill Clinton (D) working with then Speaker Newt Gingrich (GOP), there are both similarities and differences. Former POTUS Clinton in fact had done what he was alleged to have committed, and was disbarred among other things for having lied under oath, covered-up, etc.

By contrast, POTUS Trump has had four investigations into alleged Trump-campaign-Russia collusion. The Mueller Report makes it clear that no such collusion occurred. Yet, polling suggests that after some 2 plus years of misleading reports, millions on mostly the Democratic voting base still believe that the 45th president has done what the evidence has said did not occur.

Against that backdrop, which indeed threatens the otherwise sound and growing economy and thus industries like manufactured housing and others, there is a battle royale in Washington. The likelihood is that the two parties will come together for the debt limit and other must-pass legislation.

But as the AP reported, thornier issues that have become highly polarized like immigration or trade may flounder. With Russia, China, North Korea, and Iran among the nations waiting and plotting their own moves, the national stakes are high. Discord at home means greater risks abroad.

 

New Developments

Press Secretary Sarah Sanders put out a tweet last night that said the following.

StatementWhiteHousePressSecretarySarahSandersManufacturedHOusingIndustryMHProNews

 

The apparent aim is to win over some in the middle who can be persuaded that “the collusion delusion,” as POTUS Trump has dubbed it indeed becomes more apparent as a “hoax.” See a previous report on that topic, linked from the text image box below. 

 

American Pie – The Parody Project – The Day Collusion Died, and Manufactured Home Investing

Meanwhile, the White House released a statement to MHProNews that said the following.

WhiteHouseMediaNewsReleaseDailyBusinessNewsMHProNews

 

 

Why Americans lost faith in Washington 

It’s little wonder why 77 percent of Americans across the political spectrum disapprove of Congress’ job performance, according to the latest survey from Gallup.

On January 3, Rep. Nancy Pelosi (D-CA) took over as Speaker of the House for the second time in her career. In the four and a half months since, Americans have gotten another close look at what career politicians do best: anything but solve real problems.

For more than two years, Congressional Democrats excused inaction by attacking President Donald J. Trump every day for a crime he did not commit. The Mueller Report—a 400-page document that cost American taxpayers at least $35 million—recommended no charges against the President. That should have ended the matter.

🎬 Press Secretary Sarah Sanders: “At some point . . . it’s time to move on.”

InsteadDemocrats have a new obstruction strategy: weaponize the subpoena powers of Congress to fish for political ammunition to use against the Trump Administration.

It’s a cynical ploy and a dangerous precedent, but cynical ploys make for good TV drama. So while President Trump asks Congressional Democrats to set politics aside and work with him on infrastructure, immigration, stronger trade deals, and more, Democrat leaders know they can keep the media focused on political theater, not policy.

Washington loves the distraction tactic because it works in the short-term. The mainstream media always plays along, and it denies any accomplishments or progress that could risk making an opponent look good. The price tag—broken trust—comes later.

Here is the real cost of Washington’s never-ending obstruction drama:

  • Today, 4 percent of Americans say they have a great deal of trust in Congress.
  • In 2016, Americans’ confidence in mass media hit its lowest level in history.
  • Between 1958 and 2015, public trust in Washington plunged from 73 to 18 percent.

Congress now has a decision: perpetuate the cycle of broken promises, or put aside the stunts and work with President Trump on areas of bipartisan agreement. What Democrats choose to do next will shape Americans’ faith in Washington for a generation.

Watch: Democrat leaders face a choice, Press Secretary Sarah Sanders says

 

Ahead of Memorial Day, the White House also announced the visit by First Lady Melania Trump to see wounded warriors.  Manufactured housing professionals should note that the president is taking action in support of farmers harmed by the increased targeting by China and others of their products on the international markets. Also from 1600…

 

First Lady visits wounded warriors at Walter Reed

Yesterday, First Lady Melania Trump traveled to Walter Reed National Military Medical Center to spend time with wounded American service members.

She had the honor of presenting the Purple Heart to a wounded warrior recently injured in combat. The service member’s family was on hand to witness the moment. “I want to thank the service members I met today,” Mrs. Trump said. “As each of them recovers, we are reminded of the cost of our country’s security.”

Americans are grateful for that sacrifice, she added. “The President and I will always stand with our men and women in uniform.” 

In photos: First Lady Melania Trump visits Walter Reed Medical Center

FirstLadyFLOTUSMelaniaTrumpWalterReedMedicalCenterTwitterWhiteHouseManufacturedHOusingMHProNews

 

President Trump stands up for America’s farmers 

Today, President Trump took more action to defend our Nation’s farming community. In the face of China’s years-long trade war on America, the President has authorized the Department of Agriculture to provide up to $16 billion to support America’s farmers.

“We’re taking swift action to remedy all of the injustice that’s been done over the years,” the President said today, and “will help keep our cherished farms thriving.”

 

PresidentTrumpFarmersAidChinaTarrifsWhiteHouseOfficialPhotoMHProNews

  

If there was any doubt that the 2020 campaign is in full swing, “DC Going Wild” should end that skepticism. How will it impact your business?  Stay tuned. That’s this morning’s first look at “News through the lens of manufactured homes, and factory-built housing” © where “We Provide, You Decide.” © ## (News, analysis, and commentary.)

 

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City Permits Some Manufactured Home Replacements for Tornado Ravaged Conventional Housing

May 23rd, 2019 Comments off
BattleInCityOverPermittingManufacturedHomeReplacementsforTornadoRavagedConventionalHousing

Still from video posted below.

A month after tornadoes ripped through Alto, Texas, many were left homeless as their residences were damaged or destroyed.

 

Last week, in a special city council meeting, the Alto city council voted to allow manufactured homes to be used as replacement homes for residents living there.

The homes were being provided by a local church, and dozens have signed up hoping to obtain one of those homes.

But that doesn’t mean that the decision was popular with numbers of Alto’s citizens, as the video report posted here from CBS 19 reflects.

 

 

In this situation particularly, we had a family that lost their home and we were able to purchase them a two bedroom, one bath HUD-manufactured mobile home,” said Ann Henley, employee of the River Church. “And we’re trying to replace it on their lot here in Alto.”

Henley said the church was been gifted with money to assist families impacted by last month’s natural disaster. They have purchased 6 manufactured homes, and at that time had already placed three of the homes on designated lots.

We have three more that they’re trying to get their lots cleaned up,” Henley said. “We’ve replaced about seven or eight roofs so far and we have about five or six lined up to replace the roofs in the next week or two.”

It’s one of those notes of positive irony. Conventional housing was sadly reduced to rubble in many cases, and manufactured homes were the quick and positive solution.

 

AltoTXmanufacturedhomeStreetNextToOlderConventionalHousingMHProNewsMHIMembersChangingPerceptionOfManufacturedHousingMHILogoClaytonHomesLogoBerkshireHathawayLogoMHProNewsBloombergShipmentProductionDataManufacturedHousingMHProNews2019-05-16_1057

 

But the resistance in that town council meeting was present, and slinging the ‘t-word’ was part of the process.

You can pull onto Putman Avenue and the trailer is the biggest thing on the road there now,” one resident in the news video said. “I don’t think that’s what we want, certainly I don’t in that neighborhood and I don’t think that’s what we want for the city.”

 

TrailerHouseMobileHomeManufacturedHomeFactoryBuiltHousingEvolution101MHProNews-MHLivingNews

You must meet people where they are. Terminology must be taught and caught. Make a habit of using the correct terminology.

 

I think our biggest concern are basically the people that have been misplaced and that are basically homeless and getting them into a house as quick as possible,” Henley said. “Unfortunately, there are a lot of people in Alto who are very low-income and even if they did own their home, they weren’t able to afford home owner’s insurance. They’re just in a bad situation and we’re just trying to help them as best as we can.”

This scenario of manufactured housing being the obvious solution, but encountering local resistance, is playing out in various ways from coast-to-coast.  It will be part of an upcoming special report on MHProNews. Watch for it.

That’s tonight’s last look at “News through the lens of manufactured homes, and factory-built housing” © where “We Provide, You Decide.” © ## (News, analysis, and commentary.)

 

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“The Illusion of Motion Versus Real-World Challenges”

MHARR Launches “Fighting Discriminatory Zoning Mandates” Manufactured Housing Project

“Lead, Follow … Or Get Out of The Way”

 

 

 

 

 

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Are You Customer or Product of Tech Giants? Manufactured Housing Connections and Implications

May 23rd, 2019 Comments off

AreYouCustomerProductTechGiantsManufacturedHousingConnectionsImplicationsMHProNews

There is significant evidence of the monopolization of America.  Perhaps the best-known examples are the tech giants, many of which have come under fire from both sides of the left-right political divides here in the U.S.  The New York Times reported on Mar 20, 2019 “European authorities on Wednesday fined Google 1.5 billion euros,” equal at that time to some $1.7 billion U.S. dollars, for antitrust activity.

 

As CNN pointed out, that was the third in a series of billion-dollar penalties” for Google.

As MHProNews reported, a co-founder of Facebook, along with other former executives, have called for the breakup of Facebook. That report can be accessed below from the hot-linked text-image box.

 

 

Facebook CEO Sheryl Sandberg Discusses Antitrust Breaking Up, What Kevin Clayton, Joe Stegmayer, MHI Can Learn, plus Manufactured Home Market Updates

 

MHProNews has thus far been alone in industry trade media to report that Amazon and Berkshire Hathaway now have roughly a billion dollars in common interests.  Given that Amazon has moved into prefab housing, and Kevin Clayton led Clayton homes is likewise into conventional, prefab, and manufactured housing, it ought to be considered as a rumbling of a potential earthquake in manufactured housing.

 

Amazon-Berkshire Announcement – Emerging Factory-Building Elephant in the Room?

 

The list that follows includes some of the top billionaires in the world.  There have been times that #3 Warren Buffett, Chairman of Berkshire Hathaway, parent company to Clayton Homes and other manufactured housing brands, has reportedly been rivaled briefly by #4, Bernard Arnault, a Frenchman.

 

top10BillionairesinWorldVisualCapitalistManufacturedHousingMHProNews

 

When one grasps the concept of interlocking directorates, and then how nonprofits can be weaponized to expand that reach of these giants even further, the threat to independents in all segments of society – including manufactured home independents – grows.

InterlockingDirectoratesGraphicExampleManufacturedHousingIndustryDailyBusinessNewsMHProNews

It is with this backdrop, that Jeff Desjardins Visual Capitalist (VC) infographic comes into focus.

Here is how VC says the tech titans are earning their billions.

 

HowTechGiantsEarnTheirBillionsVisualCapitalistInfographicDailyBusinessNewsMHProNews

 

How the Tech Giants Make Their Billions

At a glance, it may seem like the world’s biggest technology companies have a lot in common.

But a closer look, says VC, suggests that there are two broad categories between these firms.  You are the customer, and you are the product.  Here is how they put it.

You are the Customer

In the broadest sense, three of the tech giants make money in the same way: you pay them money, and they give you a product or service.

Apple (Revenue in 2018: $265.6 billion)

  • Apple generates a staggering 62.8% of its revenue from the iPhone
  • The iPad and Mac are good for 7.1% and 9.6% of revenues, respectively
  • All other products and services – including Apple TV, Apple Watch, Beats products, Apple Pay, AppleCare, etc. – combine to just 20.6% of revenues

Amazon (Revenue in 2018: $232.9 billion)

  • Amazon gets the most from its online stores (52.8%) as well as third-party seller services (18.4%)
  • Amazon’s fastest-growing segment is offline sales in physical stores
  • Offline sales generate $17.2 billion in current revenue, growing 197% year-over-year
  • Amazon Web Services (AWS) is well-known for being Amazon’s most profitable segment, and it counts for 11.0% of revenue
  • Amazon’s “Other” segment is also rising fast – it mainly includes ad sales

Microsoft (Revenue in 2018: $110.4 billion)

  • Microsoft has the most diversified revenue of any of the tech giants
  • This is part of the reason it currently has the largest market capitalization ($901 billion) of the Big Five
  • Microsoft has eight different segments that generate ~5% or more of revenue
  • The biggest three are “Office products and cloud services” (25.7%), “Server products and cloud services” (23.7%), and Windows (17.7%)

The remaining tech giants charge you nothing as a consumer, so how are they worth so much?

 

You are the Product

Both Alphabet and Facebook also generate billions of dollars of revenue, but they make this money from advertising. Their platforms allow advertisers to target you at scale with incredible precision, which is why they dominate the online ad industry.

Here’s how their revenues break down:

Alphabet (Revenue in 2018: $136.8 billion)

  • Despite having a wider umbrella name, ad revenue (via Google, YouTube, Google Maps, Google Ads, etc.) still drives 85% of revenue for the company
  • Other Google products and services, like Google Play or the Google Pixel phone, help to generate 14.5% of total revenue
  • Other Bets count to 0.4% of revenue – these are Alphabet’s moonshot attempts to find the “next Google” for its shareholders

Facebook (Revenue in 2018: $55.8 billion)

  • Facebook generates almost all revenue (98.5%) from ads
  • Meanwhile, 1.5% comes from payments and other fees
  • Despite Facebook being a free service for users, the company generated more revenue per user than Netflix, which charges for its service
  • In 2018 Q4, for example, Facebook made $35 per user. Netflix made $30.

So while the tech giants may have many similarities, how they generate their billions can vary considerably.  Which is why MHProNews for some years has been spotlighting those professionals who are raising the warning about monopoly in general, often who specific several tech giants.

 

Some are marketing products to you, while others are marketing you as the product.  Odds are excellent that you are engaged using products or services from multiple – if not all – of these giant firms.

The solution? Understand the pattern, and fight back legally and ethically with whit and wisdom.

That’s tonight’s look at “News through the lens of manufactured homes, and factory-built housing” © where “We Provide, You Decide.” © ## (News, analysis, and commentary.)

 

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April New Home Sales Drop, Mortgage Rates Slide, Trade Tension Woes, plus Manufactured Home Stock Updates

May 23rd, 2019 Comments off

CNNmone5.23.2019ManufacturedHomeStocksMarketsReportsMHProNewsSome things are starkly real, regardless of what the cause might be. But when it comes to housing, especially affordable housing, ought to be able to ride higher during various challenges. That’s just common sense.  More entry level cars are being sold than ultra-luxury cars. More cheap boats are sold than huge yachts. So why aren’t more manufactured homes being sold than far more expensive options? So long as financing is available, credit scores, and the stable income are there to support home purchases, affordable homes ought to ride higher when higher priced homes might struggle. So, we’ll look at this evening’s report through that lens, on a day when the markets dropped over trade war tensions and more.

 

If you’re new, already hooked on our new spotlight feature – or are ready to get the MH professional fever – our headline report is found further belowafter the newsmaker bullets and major indexes closing tickers.

 

The evolving Daily Business News market report sets the manufactured home industry’s stocks in the broader context of the overall markets.  Headlines – at home and abroad – often move the markets.  So, this is an example of “News through the lens of manufactured homes, and factory-built housing.” ©

Part of this unique evening feature provides headlines – from both sides of the left-right media divide – which saves busy readers time, while underscoring topics that may be moving investors, which in turn move the markets.

Readers say this is also a useful quick-review tool that saves researchers time in getting a handle of the manufactured housing industry, through the lens of publicly-traded stocks connected with the manufactured home industry.

This is an exclusive evening or nightly example of MH “Industry News, Tips and Views, Pros Can Use.” © It is fascinating to see just how similar, and different, these two lists of headlines can be.

Want to know more about the left-right media divide from third party research?  ICYMI – for those not familiar with the “Full Measure,” ‘left-center-right’ media chart, please click here.

 

Select bullets from CNN Money…

  • Oil gets clobbered
  • A trade war between the world’s two largest economies is bad news for the oil business
  • Walmart, Target and Macy’s are hurt by the trade clash
  • Here’s the worst-case scenario for the US-China trade war
  • Memorial Day gas prices remain stubbornly high
  • With protesters at the gates, McDonald’s talks up its success story
  • Facebook removed 2.2 billion fake accounts in three months
  • Amazon might be working on a smart watch that can sense your feelings
  • Chipotle stock falls 6% on worries about African swine fever
  • PERSPECTIVES Bitcoin could revolutionize the way we donate money
  • The turnaround plan that wasn’t. Deutsche Bank stock hits new record low
  • Mounting antitrust scrutiny has Silicon Valley on the defensive
  • Intel was losing employees. So it created an anonymous hotline to help unhappy workers
  • Beaming cheap internet from space has bankrupted some companies. Here’s how SpaceX plans to survive
  • PERSPECTIVES Where Trump went wrong in the US-China trade war
  • Dow falls sharply on trade worries
  • This could be the most valuable Porsche ever sold
  • Disney’s plan to expand the Star Wars galaxy: Make the fantasy real
  • Coca-Cola is bringing back New Coke in honor of ‘Stranger Things’
  • McDonald’s is bringing hits from its global menu to the United States
  • Luckin Coffee surges in Wall Street debut
  • Burger King is bringing the Impossible Whopper to three new cities
  • Taco Bell will open 600 restaurants in India
  • Reusable packages are coming to Walgreens and Kroger
  • Starbucks to test recyclable, compostable cups
  • Whole Foods will ban plastic straws and offer smaller produce bags
  • Toblerone and Cadbury will be made with sustainable cocoa
  • This smart farm is growing tomatoes in the desert

Select Bullets from Fox Business

  • Trump rolls out second aid package for farmers worth $16B amid US-China trade war
  • Dow falls sharply on global trade, political concerns
  • Cheat on your taxes? Fewer Americans think you’re wrong
  • US tariffs on Chinese imports could help push inflation closer to 2%, Fed’s Daly says
  • How much it really costs to own a car in every state
  • House approves retirement reform bill that amends 401(k), IRA rules
  • Amazon customer asks Jeff Bezos during shareholder meeting for help returning package: report
  • WATCH: Maria Bartiromo spars with Democratic and Republican lawmakers over Washington dysfunction
  • Cento Fine Foods sued by customers claiming San Marzano tomatoes are not authentic: reports
  • Papa John’s embattled founder sells some 3.8M shares, remains largest individual shareholder
  • Elon Musk mocks Jeff Bezos’ space colony vision in snarky tweet
  • NASA awards Artemis contract to Maxar Technologies to build first pieces of lunar Gateway outpost
  • Origin of Russian probe goes ‘all the way up the chain,’ Robert Ray says
  • Panasonic reiterates Huawei relationship, vows strict adherence to partner countries’ laws, report says
  • New York City’s spending on homelessness climbs to $3.2B this year
  • Nashville’s NFL Draft generated record economic windfall: Here’s how much
  • Famed investor Alan Patricof says he’s sorry for this very costly mistake
  • Elizabeth Warren, AOC team up to jab Mnuchin for role in Sears’ demise
  • Queen Elizabeth II visits British Airways, Sainsbury’s in honor of their anniversaries

Today’s markets and stocks, at the closing bell…

9MarketIndicatorsYahooFinance5.23.2019DailyBusinessNeawsManufacturedHousingIndustryStocksMarketsReportsDataMHProNews

 

Today’s Big Movers

For all the scores and highlights on tracked manufactured home connected stocks today, see thBloomberg graphic, posted below.

Today’s MH Market Spotlight Report –

MortgageRatesFallChinaTradeManufacturedHomeDailyBusinessNewsMHproNewsMarketReport

For those who have walked a sales center display, or have sold manufactured homes in communities, they know that common questions are ‘how much down,’ and ‘how much a month.’   Its not only total price, but the initial investment and the monthly payment that can make or break a sale.

While this writer has not done that anywhere nearly as much as our publisher has, I’ve done it – which means that we have experiences that most others lack.

With that in mind, as conventional housing soars in price, manufactured homes – under more normal circumstances – ought to be surging, rather than struggling.

There is now growing talk of a protracted trade war with China.  That may be.  For those who have bet big on communist-led China, that could be a problem.

But would that be a problem for the U.S. in the mid-to-long run? Perhaps it would fuel still more economic growth, as manufacturing, energy, and other job creation surges to match business investments domestically.

CNBC’s video on the headline topic is below.

 

That should be viewed in conjunction with related reports, linked below.

Related Reports:

Kobayashi Maru, Crime, Kevin Clayton, Darren Krolewski, MHInsider – State of Manufactured Housing Industry

“Monopoly” in Manufactured Housing Alleged by George Allen, MHI Defender’s Turn by former Community-Investor, Self-Claimed EducateMHC Blogger

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Bloomberg Closing Ticker for MHProNews…

NOTE: The chart below includes the Canadian stock, ECN, which purchased Triad Financial Services.

NOTE: The chart below covers a number of stocks NOT reflected in the Yahoo MHCV, shown above.

NOTE: Drew changed its name and trading symbol at the end of 2016 to Lippert (LCII).

5.23.2019DailyBusinessNewsManufacturedHousingConnectedMarketReportsBloombergMHProNews

 

Berkshire Hathaway is the parent company to Clayton Homes21st Mortgage, Vanderbilt Mortgage and other factory built housing industry suppliers.

LCI Industries, Patrick, UFPI and LP all supply manufactured housing.

AMG, CG and TAVFX have investments in manufactured housing related businesses.

Your link to industry praise for our coverage, is found here.

For the examples of our kudos linked above…plus well over 1,000 positive, public comments, we say – “Thank You for your vote of confidence.”

SoheylaKovachDailyBusinessNewsMHProNewsMHLivingNewsWe Provide, You Decide.” © ## (News, analysis and commentary.)

(Image credits and information are as shown above, and when provided by third parties, are shared under fair use guidelines.)

Submitted by Soheyla Kovach to the Daily Business News for MHProNews.com.

To submit a news tip, please click here: iReportMHNewsTips@MHMSM.com


Kobayashi Maru, Crime, Kevin Clayton, Darren Krolewski, MHInsider – State of Manufactured Housing Industry

May 23rd, 2019 Comments off

 

KobayahsiMaruCrimeKevinClaytonPhotoMHVillageLogoDarrenKrolewskiPhotoMHinsiderStateOfManufacturedHousingIndustryMHProNews

Nearly a week has elapsed since the message further below was sent to the co-president of a well-known Manufactured Housing Institute (MHI) member firm that will be part of today’s fact-check and analysis.

 

 

To grasp the subject – for outsiders looking in, and for those in the industry who don’t yet ‘get it’ – a pair of analogies are useful, but one must begin with facts about law enforcement.

When local, state, or federal law enforcement undertakes a case, their goal in part is to obtain a conviction. That means at times that law enforcement professionals allow a criminal enterprise to continue while a case is being “built.” For those who’ve watch a legal drama in a TV series or a movie, that picture of monitoring or penetrating a criminal enterprise will start to come into focus.

 

BestInvestmentOneMadeinYourselfMoreYouLearnMoreYoullEarnWarrenBuffettQuoteManufacturedHousingMHProNews

Using the principle of the wheat and chaff, this Warren Buffett quote is pure wheat. Give credit where it is due.

 

But that’s fictional. How real is it?

On various occasions during my manufactured home career, I’ve met and worked with the Federal Bureau of Investigation (FBI),” said industry publisher and consultant, L. A. ‘Tony’ Kovach. “Convictions were obtained. There are a few industry pros who know, but I was also given a letter of thanks from the FBI, which proves it.”

Local law enforcement cases were worked on with Kovach’s assistance too.

Kovach explained he has friends who are and/or were in law enforcement. A case isn’t solved in an hour or two, he said. It can be weeks or months in many instances. If it is a major criminal enterprise, years could be involved.

What’s occurring in manufactured housing is not a onetime petty theft. It’s arguably a multiple billion-dollar ongoing scam that’s harmed taxpayers, as well as numerous specific companies in manufactured housing. Several multiple decade brands were put out of business that could well be thriving today if not for specific, illicit, market manipulation for which there is extensive credible evidence,” Kovach said. “That’s why the feds, attorneys, and others have opened up investigations.”

Kovach added, “I’ve personally been told [by federal investigators] that this will take time. Likely years. But to underscore that there are such investigations, we periodically share the video from Clayton Homes’ hometown news media. Don’t forget that the Seattle Times has also reported ongoing federal investigations too. The feds have their needs and timelines, but we as pro-industry publishers must think about warning those who are the purported targets of such scams.”

The news video he referenced is below.  The views reported on that video have roughly tripled since MHProNews began spotlighting it by posting it.

 

 

How do the powers that be in MHVille counter such claims?

In part, through threats from attorneys – that have not yet been acted upon – or by using surrogates George F. Allen purportedly to smear our publisher by sending out by email, or verbally tells his “intimates,” about Tony Kovach’s prior use of a pen name.  Allen acts as if that use of a pen name was a crime – to which, there are times our publisher/consultant laughs.

GeorgeAllenWithLATonyKovach

Concerns over Allen are not to be construed as calling into question potentially positive aspects of his career. But when someone has lost their pizazz, are they willing to cross lines to get – in their own minds – their magic back?

Look, I’ve not claimed to be a choir boy, and [George] Allen isn’t a dummy. He knows that thousands of people use a pen or stage name quite legally. I have too. So what? Most adults over a certain age know that Mark Twain real name was actually Samuel Clemens. Does George want Clemens charged post-mortem with the use of a pen name? Absurd. Performer Kid Rock’s real name is Robert James Ritchie. It’s legal and done for specific professional reasons. Ironically, Allen has told the story about walking into other people’s businesses in our industry and saying he was paid to claim that he was someone other than who he was. He calls that ‘mystery shopping.’  George has told dozens of industry professionals that he’s claimed – for instance – being in drag, or poised as a biker – in doing what he calls ‘mystery shopping.’ So, it’s smoke Allen and his buddies blow, and arguably hypocritical.”

 

Warning the MH Industry, Consumers – A War Without Guns

Among the sources for MHProNews are those inside what Allen us to call the 3Cs – Clayton, Cavco, and now Skyline-Champion. The in-depth ‘read hot’ report yesterday unpacks Allen himself pointing the finger and named Clayton, 21st and others as being part of an effort to monopolize the manufactured housing industry.

Every con job is a crime taking place in plain sight. Exposing the con is the start of ending the con.  There must also be legal efforts, which MHProNews sources confirmed are underway.

While those investigators must do what they feel that they ought to do, there is also a need for parallel efforts, that exposes the tentacles of those who by default or by design are pawns in the long-game being played by the Omaha-Knoxville-Arlington axis.

 

SuccessfulInvestingTakesTimeDiscplinePatienceSomeThingsTakeTimeWarrenBuffettQuoteManufacturedHousingMHProNews

 

It’s Warren Buffett who talks about the long game and patience,” Kovach said, adding, “while Kevin Clayton said last week that it was a 100-year strategy.  Was that an understatement?  From 2003 to 2017, Clayton went from 13 percent market share to some 48 to 50 percent, depending on what source is cited. At that pace, it isn’t 100 years to conquer what’s left of manufactured housing, is it?”

 

ItsWaitingHelpsInvestorLotPeopleJustCantStandWaitCharlieMungerQuoteWarrenBuffettPartnerBerkshireHathwayManufacturedHomesMHProNews

Using the principle of the wheat and chaff, this Charlie Munger quote is pure wheat. Give credit where it is due. Munger is Buffett’s longtime partner in Berkshire Hathaway.

 

The point Tony makes in part is to know when Buffett or Clayton are to be taken at their word, and when their words must be considered in the light of their behavior and trends.

 

StockMarketDeviceTransferringMoneyFromImpatienttothePatientWarrenBuffettquoteManufacturedHousingMHProNews

This is a quote that bears scrutiny. It’s insightful, but it also has undertones that merits investor and public officials deeper understanding.

 

He then points to statements by MHI award winner, Marty Lavin, which makes those points quite well.

 

FollowThe MoneyPayMoreAttentionToWhatPeopleDothanwhatTheySaySpySea72MartyLavinYachtManufacturedHousingINdustryProMHProNews

Ask yourself. Do these Marty Lavin dictums apply in this case?

SoTheAssociationMHIIsNotThereFortheIndustryUnlesstheinterestsoftheBigBoysJointheIndustry'sMartyLavinMHIAwardWinnerQuoteMHProNews

MHProNews looks at the facts, considers the sources, and follows the evidence. MHI earlier last year, and for years before, MHI routinely replied promptly to all inquiries. But since we’ve spotlighted the problems and concerns, they’ve gone silent. Why? If the facts are on their side, why not make offer a cogent explanation?

 

MHI claims to be working to grow the industry.  But where is the evidence?

If asked, they can point to articles and videos they’ve produced, including the video from which the still below is taken.

 

LeveragingMomentumCreationNewClassofManufacturedHomesManufacturedHousingInstituteMHILogoDailyBusinessNewsMHProNews600

Clayton Homes is the purported source of this push. Kevin Clayton spoke about this very notion in the video interview with CNBC. Is there a conflict of interest at play at MHI, when the largest member is so deeply involved in conventional housing? What do the MHI bylaws have on that? They are mute, and won’t turn those documents over for examination. Perhaps there is nothing there. But if there is nothing to hide, why hide it?

ManufacturedHousingInstituteLogoMHIVideoStillMHIPromotionalClaims

 

But even if every claim in that graphic were 100 percent true, that doesn’t mean that they have been ineffective at doing what they claim to do?  Are they implying that they are incompetent?

Or are they shrewd?

Is Omaha-Knoxville dominated MHI – which is based in Arlington, VA – working to grow the industry?  Or are they working to suppress the industry in a fashion that escapes the scrutiny of the unwary?

 

KevinClaytonPhotoMHIRichardDIckJennisonPhotoCharlieMungerHugeBuilder100PlusYearVisionClaytonHomesQuotesManufacturedHousingBlurLinesMHProNews

 

Then, is MHI embracing publishers like MHInsider, or bloggers like George Allen, as surrogates to counter the analysis and reports published by MHProNews, or the Manufactured Housing Association for Regulatory Reform (MHARR)?

Having set the table, let’s present the link to an in-depth report on that above, but also share an email between Kovach and MHInsider’s Darren Krolewski.

 

The Inside Look at MHInsider?!

If we are to save the maximum number of independents and rally the maximum number of industry professionals to resist the increasingly self-evident trends, doing what some think is unconventional – but is legal and moral – is useful,” said Tony Kovach.

 

He pointed to the email that followed.  The screen capture that documents the message is immediately below, and is followed by the complete, unedited text of his message. The typos are in the original.

EMailtoDarrenKrolewskiDanRinzemaMHVillageDataCompMHInsiderEmail5.16.2019ManufacturedHomeIndustryMHProNews

Darren,

As you know, we’ve fact-checked MHInsider previously.  Have you corrected any of the factual errors that we brought to industry readers’ attention?  If so, where, when, and how?   A link or example are welcome for our planned report.

Next:

 

First Annual MHInsider™
State of the Industry Issue.

How many real issues will you deal with? Will you examine – for example – the problem of consolidation and monopolization? Will you examine the fact that every item spotlighted by John Oliver’s video was an MHI member company?  Or that Berkshire Hathaway’s Warren Buffett’s directly or indirectly funded nonprofits that have sparked negative news for the industry?

In fairness, are there any reactions, corrections, or analysis you’d like to provide on any article linked further below on MHProNews?

 

MHInsiderReaches31500CirculationDailyBusinessNewsMHProNewsMHProNews

This claim will be unpacked, further below.

 

We’ve visually spotlighted that your ‘print circulation’ is in fact not all picked up at events.  The evidence reflects that most are not picked up, and are therefor logically not being read.  A company that advertised with us and your firm said your marketing produced zero results, while by contrast, MHProNews produced all of their external results – both by electronic measures and actual follow ups with respondents.

That said, what is the actual, effective engagement of MHInsider?  How many page views online?  How many daily visits?

Finally:

Given the problems with other facts your publication has previously reported – and to our knowledge, has not yet issued corrections – are there also problems with MHVillage claims of some 25 million unique visits a year?

It seems hard to imagine that the claim of some 25 million unique – non-duplicated – visits occur annually, and yet less than 97,000 new HUD Code homes were sold in 2018.  I’m asking you man-to-man, but on the record, is your firm exagerating those claims in some form or fasion?  For example, is it actually X number of unique daily visits, and you are extrapolating from that? Meaning, are there duplicate visits being counted as ‘unique?’

Please advise on each in writing, so we are both clear on each element of the above.  A confirmation and timeline on your reply are appreciated. Thank you.

Tony

##

 

Such claims matters to manufactured housing industry professionals for these reasons. First, because they think it is important enough to make the claim. Why? Because for years, these same people praised our platform as the tops, including Krolewski.

DarrenKrolewskiPraisingMHProNewsDailyBusinessNewsMHProNews

–      There is clear evidence in the report linked here that MHInsider, along with George Allen and others, are singing from the same song book that MHI does. It’s their right to do so.  But if MHI is misleading the industry – and there are arguably numerous examples herein or another linked here how that’s occurred – then aren’t their surrogates likewise misleading their readers?

–      If Berkshire Clayton, MHI and others are part of a scheme to consolidate manufactured housing, or are using methods that violate RICO, postal, IRS, and other statutes, then are their surrogates who continue to spew their drivel co-conspirators?

–      Is MHInsider exaggerating or lying about their actual traffic and readership, which could be a deceptive trade practice, or worse?

2018-06-22_0521ConversionRatiosPerMHVillageLogoManufacturedHousingIndustryDailyBusinessNewsMHProNews600

Data per MHVillage, collage by MHProNews. It is a legal violation if claims are made that are not true. If MHVillage can document their claim, why have they demured responding with the evidence?

 

Recently, an MHInsider advertiser told MHProNews that our platform – which provides third-party data about audience engagement – produced the ONLY results for their marketing effort.  MHInsider and others produced zero results, per that party which monitored their results.

CaseyMackTonySoheylaMHProNewsTeamFirstCallDailyBusinessNewsMHProNews

A realtor who used to use MHVillage told MHProNews this week that based on their experience, MHVillage has lost its “umph.”  An MHI-member industry producer has used them for years. While they claim huge traffic numbers, using their own data, they have poor conversion ratios.  That firm talks about their untapped upside, and the industry itself is underperforming.  These are examples that underscore concerns previously raised by MHProNews graphically illustrated in the photos below.

MHInsiderDailyBusinessNewsMHProNewsTunicaShow2019Day2

A photo of another rack at Tunica appears almost untouched. The industry’s pros, given a choice between fluff and reality often chose the real deal. But this raises concerns about their claims of 31,500 ‘circulation.’ Circulation to whom?  If it is to industry professionals, and if they are in fact being read, why are their results reportedly poor?

 

It all begins to look like smoke and mirrors. Big claims, by MHI, MHVillage, MHInsider, Clayton Homes, et al, but poor outcomes.  Why?

Because of the millions who are not being served who need affordable housing, these are issues that merit congressional and other investigations, that are public – not quietly taking place behind the scenes.

 

 

Trekkies and Chess Players, Unite…The Kobayashi Maru

In chess, if someone finds themselves in a losing posing against a superior force, one can quit – resign – or put strategies to work that change the games dynamics.  That’s how winning is done from a normally losing position.

The Kobayashi Maru is a training exercise in the fictional Star Trek universe designed to test the character of Starfleet Academy cadets in a no-win scenario. The Kobayashi Maru test was first depicted in the opening scene of the film Star Trek II: The Wrath of Khan and also appears in the 2009 film Star Trek.” – Wikipedia.

There are several factors at play that could go either way for manufactured housing independents.  They underscore the need for a classic “SWOT” analysis.

SWOTAnalysisDailyBusinessNewsMHProNews

The four quads of a good SWOT analysis. Strengths, Weaknesses, Opportunities, Threats.

 

Without going into but a few points, it is obvious that:

 

–      there is an affordable housing crisis.

–      That manufactured homes are the most proven solution in American history for affordable housing.

–      HUD Secretary Ben Carson recently praised the industry, while saying it is time to end the secret, and bring manufactured housing out of the darkness of limestone into the brightness of the limelight.

–      That Secretary Carson statement may not comport with the timeline – and thus the desired plan – of Omaha-Knoxville-Arlington to slowly consolidate manufactured housing into ever fewer hands and brands.

–      Which may explain why once more today, as of 10:33 AM ET on the MHI website and the Clayton Homes websites have no results in searching for HUD Secretary Carson’s fine speech to manufactured housing professionals in New Orleans.

–      There are documented examples of Warren Buffett donations flowing through ‘dark money’ channels to groups that have attacked various manufactured housing industry initiatives, and brands in a fashion that arguably harms smaller firms than larger ones.

–      Buffett has worked to elect and support politicians who promote heavier regulations and higher taxes that experts say can harm smaller firms more than larger ones.

The disconnects between claims made, behavior, and actual results are numerous.

“Monopoly” in Manufactured Housing Alleged by George Allen, MHI Defender’s Turn by former Community-Investor, Self-Claimed EducateMHC Blogger

MHProNews has offered several times to discuss these issues in public with those being named herein.  They’ve routinely declined.  That’s not proof, but it is indicative that they are unwilling or unable to debunk the concerns, allegations, and the evidence presented.

These merit public investigations. We will be pressing public officials, not just law enforcement, and others in the legal and investment communities to investigate what is occurring in manufactured housing.

BloombergShipmentProductionDataManufacturedHousingMHProNews2019-05-16_1057

Because the logic of the facts in the report linked above indicates it is costing the economy huge sums of money, and that means that individuals citizens, along with taxpayers are being harmed.

 

UnderstandingWarrenBuffettCastleMoatMetaphorsQuotesDailyBusinessNewsMHProNews

Never forget that even during medieval times, castles and their moats were in fact breached.

 

If MHI, Clayton and others in the Omaha-Knoxville-Arlington triangle are serious about growth, why is it that MHARR is the association pushing for the solutions that will actually return the industry to health and growth?

That’s today’s first look at “News through the lens of manufactured homes, and factory-built housing” © where “We Provide, You Decide.” © ## (News, analysis, and commentary.)

 

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